No Obvious Heirs? Your Estate Plan May Look Very Different

Estate planning is often built around a familiar structure: your spouse makes decisions for you, your children eventually inherit your assets, and a responsible family member serves as executor or trustee.

But what happens when you don't have children—or an obvious person to fill those roles?

In this episode, we discuss how estate planning changes when there aren't default answers. Who should make financial or healthcare decisions if you're incapacitated? Who should administer your estate? And if leaving a traditional inheritance isn't part of the plan, what do you actually want your wealth to accomplish?

The conversation also explores how professional fiduciaries may fit into the picture, different ways to think about legacy beyond children, and why having no major inheritance goal can create a very different retirement-spending conversation.

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Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management: